CFA 2018 Advanced Underwriting Workshop

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Sep 12, 2018-Sep 13, 2018
All Day


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Learn from case studies of real deals gone wrong. The cases will take a look at the assumptions at the beginning of the deal, including over-looked due diligence items, to the evolvement of the deal through loan work-out, which resulted in losses for the lender and shareholders. Take away invaluable lessons learned to make better credit decisions in the future. In addition, examine current trends in the changing retail industry, and how to structure around some of the pitfalls when lending to retailers. Moreover, continued expansion of foreign trade provides lenders with more opportunities to finance imported inventory. Learn about both the practical and legal perspectives of lending on in-transit inventory on the water.

Who should attend:

  • Underwriters with 1+ years of experience in commercial lending or private equity investing

For more information, including how to register, visit the CFA event page.